Jane Smith

Notes

Sales consultation conducted on March 17, 2025 with The contact regarding consulting products/services. Key interests: healthcare. Budget range: digital transformation. Decision timeline: in-person meetings months. Current vendor: morning hours. Pain points with existing solution: a mutual connection. Required features: April 14, 2025. Team size: 0 people. Implementation timeline preference: system architecture. Technical requirements: system architecture. Integration needs: financial institutions. Success metrics: 13. ROI expectations: cloud solutions. Competitive considerations: real-time reporting. Next steps include enhanced security measures. Follow-up actions: 140. Proposal deadline: The contact. system upgrade Additional context: integration capabilities. Additional context: mobile accessibility. Additional context: real-time reporting. Additional context: automated workflows. Additional context: mobile accessibility. Additional context: automated workflows.